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Financial adviser Byron Ellis talks money with high school boys from National Charity Roundtable

By: Liz Grimm Public Relations
| Published 04/22/2015

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THE WOODLANDS, Texas - Financial adviser Byron W. Ellis recently spoke about money to high school boys from The Woodlands’ National Charity Roundtable organization.

Ellis’ presentation, entitled “Seven Things You Can Do To Be A Millionaire,” covered the topics of money management and checkbook balancing. Among the seven tips were: set goals and write them down; open a checking account and balance your statements; understand that debt can kill you financially; give 10 percent / save 10 percent; saving and compounding interest over time is your friend; automate your savings and bill paying; and have a written budget.

Ellis & Ellis was founded in 1989 by Byron W. Ellis, CFP, CLU, ChFC, CRPC., and has more than $500 million in assets under management for more than 700 households. In the fall of 2014, United Capital acquired the firm and appointed Ellis as a managing director.

Ellis & Ellis, a division of United Capital Financial Advisers, is located in the Town Center One building at 1450 Lake Robbins Drive in The Woodlands. For more information about Ellis & Ellis please call (281) 907-5100, email Byron Ellis at byron.ellis@unitedcp.com, or visit www.unitedcp.com/tx6.

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